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Stock Opinions by Peter Imhof

COMMENT
Market Outlook Caronavirus is creating short term moves down, including today. This is creating some really good buys, with some stocks down 10-15% -- especially energies and small caps. Averaging in should be a good strategy. The WHO announced a health emergency yesterday afternoon and stocks rallied into the close as it was the believe that China is going to be able to contain it.
Unknown
HOLD
A long term holding for him. Now is not the time sell. The oil patch has struggled as a whole. They have the flexibility to stop drilling when economics are poor. The stock is cheap here and they have had good drill results recently. At this small market cap (under $100 million) it is not getting any attention. He will look for management to start buying in if the stock drops in value.
0
PARTIAL BUY
Average down? He is not close to following this one. Management has said the dividend is safe. Hopefully it is not cut. He does not own it. You could pick away at this, even just looking for a bounce. Yield 14%
oil / gas
WATCH
He owns a little of this one. He has not been particularly keen on management. They continue to buy assets, but the market does not believe it is acreative. He thinks investors are moving towards larger mid-streamers instead. Yield 3.8%
0
PARTIAL BUY
Good exposure to aerospace and the owns it. He would not be selling here. Not a ton of growth and there are some headwinds in the market right now. Murray Edwards owns about 75% of this. The multiples are so low, he would not shy away from buying it at these prices.
transportation equip & components
HOLD
He would continue to hold this and he likes the management team, which owns a lot of the stock. Although the share price has not done much, they have paid a lot of special dividends. Broadcasting is a tough industry, but he thinks they will continue to do well.
electrical / electronic
BUY on WEAKNESS
He owns this and has been an owner since the IPO. The valuation is not cheap and this could be a tough entry point. They continue to gain market share and are expected to announce they have entered into new payment methods from their clients. He would look to buy at a better spot.
0
BUY on WEAKNESS
They went public about 2 years ago and he sold it after the IPO after being a private owner previously. The valuation is not cheap, but the refinancing market in the US is going strong. They reported recently and beat expectations. He would not be a buyer at these valuations.
Financial Services
HOLD
Last Friday they announced an $85 million settlement with Apple over litigation. It was estimated to held the balance sheet by $0.70 per share. He thinks the stock should still be 10% higher. They have other patents in-house they should be able to monetize in the future.
electrical / electronic
PAST TOP PICK
(A Top Pick Jan 23/19, Up 15%) It has under performed other REITs and should continue to do well. They are warehouse logistics experts and benefit from Amazon's growth. He thinks the issuance of paper recently has held the share price down. They are expected to be added to the Index soon and this should bolster some additional buying.
0
PAST TOP PICK
(A Top Pick Jan 23/19, Down 18%) He still likes it. It trades about 2.5 times debt to cash flow. Their water flood project is bringing on more production. This could be a trade to buy here even for a short term bounce up.
oil / gas
PAST TOP PICK
(A Top Pick Jan 23/19, Up 10%) A small robotics company. It has signed some new deals and recently with a European company for underwater mapping. They provide technology to map the sea floor for sunken vessels and other applications. It has taken time, but it is coming into play. Only one analyst cover it. He thinks the next couple of quarters will wake up investors.
Technology
COMMENT
LNR vs MG vs MRE? The auto parts sector has had headwinds. He would stick with MG-T as they pay the highest dividend. He would have thought LNR-T would have been more defensive, but an acquistion in the agricultural space has proved to be a failed attempt to diversify. All three look very cheap. He does own MG-T.
transportation equip & components
COMMENT
LNR vs MG vs MRE? The auto parts sector has had headwinds. He would stick with MG-T as they pay the highest dividend. He would have thought LNR-T would have been more defensive, but an acquistion in the agricultural space has proved to be a failed attempt to diversify. All three look very cheap. He does own MG-T.
Automotive
COMMENT
LNR vs MG vs MRE? The auto parts sector has had headwinds. He would stick with MG-T as they pay the highest dividend. He would have thought LNR-T would have been more defensive, but an acquistion in the agricultural space has proved to be a failed attempt to diversify. All three look very cheap. He does own MG-T.
metal fabricators
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